How to identify the database type for my Creatio cloud instance:

I need to determine which database my cloud Creatio instance is using (MSSQL, PostgreSQL, etc.). What's the simplest way to check this information?

 

Best practices for migrating large datasets from Pre-Production to Production:

I'm familiar with the Data Binding tool and standard migration procedures, but I'm working with extremely large datasets that make the standard approach challenging.

What's the recommended method for migrating substantial amounts of data between Pre-Production and Production cloud environments? Are there optimization techniques, alternative tools, or best practices specifically for handling large-volume migrations?

Any insights from those who've successfully managed large-scale data migrations would be appreciated!

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Hello,
 

Please contact the Creatio Customer Support directly to provide you with the information regarding your cloud-based site. Here is the support email address: support@creatio.com.

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Hello, I am new with Creatio using “No code”. Trying to created, a business process when is triggered calculate the number of vacations day, based on the difference between “End Date” and “start date”.

 

This is the formula that I am using:

(int)RoundOff(([#Read Data.First item of resulting collection.End Date#]-[#Read Data.First item of resulting collection.Start Date#]).TotalDays)

 

Error message:

Formula value error: Cannot convert type "Int32" to "Entity"

 

Please see attached screen print.

 

Thank you! 

 

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Hello,

 

You can use the formula element and calculate the amount using C# operators https://academy.creatio.com/docs/8.x/no-code-customization/bpm-tools/business-process-setup/process-formulas

Kalymbet Anastasia,

Hello, thank you for response. 

I have checked that section a few days ago but unfortunately is not that clear how to use it in No-Code environment. 

 

I am new with creatio, transitioning from "Microsoft VBA coding" . Trying to find example of how to do this in Creatio, I have not fund any information on internet about this like Microsoft products. You can find any codes and detail examples online when dealing with Microsoft products.  

 

Have a great day!

Regards, Jay   

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The academy has an example of creating a custom UI component

https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/front-end-development/freedom-ui/remote-module/implement-a-remote-module/examples/add-the-remote-module-to-the-library-of-the-freedom-ui-designer 

There is also a code for the Creatio application that demonstrates how this component works.
 

Question: How can I display this button and the associated field in a mobile app?
What changes need to be made to the app manifest and mobile form code?
 

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Hello,
 

Unfortunately, this approach will not work for you, as the web application and the mobile application use different frameworks for UI components: Angular and Flutter.


We also encourage you to refer to the actual Creatio mobile application development documentation - https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/category/mobile-app-development .

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Hi community, 

I am trying the installation of packages in creatio using clio command and I was wondering if it is possible for more than one package to be installed simultaneously using clio?

Thank you in advance 

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Greetings!


You can upload multiple packages in clio by packing them into a single zip file. Additionally, you can read more about clio and get support on GitHub:
 

https://github.com/Advance-Technologies-Foundation/clio


Here is my example:






Have a great day!

 

Hi Orkhan,

Thank you for your answer.
I understand that you can initiate the installment of many packages with clio in this way, but can they install in parallel?

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The case gets created when a mail is send to the setup mail of the system, now that mail is added to the conversation tab (freedom ui) as the follow up for that particular case. Now i want to edit/masked the body content of that mail before saving or displaying in any section or tab, I can mask data using regex in script task, but can't find where to perform this operation, I even checked out the incoming email registration process but couldn't undersatnd the code even i try to take the body and then applied regex but some body not defined/missing error pops.
I also tried activity added trigger and then mask the content it is doing the thing, but not getting reflected on conversation or other places, even I try to put a timer in case creation process, if it could help but nothing work out
How to do that now?

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You should put this logic into the IncidentRegistrationFromEmaillHelper class into the GetRegisterIncidentId method. Why: it's called in the business process you mentioned (see the chain RegisterIncidentFromEmail method called from the script-task -> GetRegisterIncidentId method is called from the process methods) and this is the final step that creates the ticket. After the ticket is created you can manipulate with the email subject and body (but also note that subject and body will be used in the Subject and Description of the registered ticket). The GetRegisterIncidentId method is public and virtual so you can override its logic if needed and it contains the activityId as an argument using which you can get the activity needed to process.

 

If you need to put a mask before the incident is registered - you need to put the logic into the RegisterIncidentFromEmail method in the business process. You also have activityId there as an argument so you can manipulate with the activity subject and body and only then call the GetRegisterIncidentId method.

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Hello Creatio friends,

 

I've set up an email box to generate cases, but it is not assigning category/sub-category. 

 

I'm working on a business process to re-assign email generated cases to the proper Cat/sub-cat. I want to pull the first word after [EXTERNAL] from the email to use as a match to proper Category. Sub-category can be a static lookup value for this use-case. 

 

For example with a subject line of "[EXTERNAL]Chicago - Assistance needed" I want to just extract Chicago, then use a BP to do a Modify Values:  Category = extracted text.

 

Any great way to go about this?

Thanks,

--Israel

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Hello!

Regarding case categorization, please ensure that the rules are set according to the instructions' configuration:https://academy.creatio.com/docs/8.x/creatio-apps/8.1/products/service-…
 

If you need to select the topic and subtopic based on context, I recommend using ML models. These models can either determine an exact match based on the email content or provide an approximate selection based on client-provided data.

Detailed configuration settings:
https://academy.creatio.com/docs/8.x/no-code-customization/customizatio…

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Hello community,

 

Could anybody clarify when I'm updating record using Odata EntityDataService.svc, will business logic be applied to the record after update if it is set up on update trigger?

 

For example, if one set up rights sharing with respect to owner of the record, will owner's update via Odata force the rights sharing?

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Yes - if you have processes with start signals for the records you're updating, they will get triggered when the records are updated via OData. Performing adds/updates via OData are just as if they were done in app.

Yes - if you have processes with start signals for the records you're updating, they will get triggered when the records are updated via OData. Performing adds/updates via OData are just as if they were done in app.

Ryan Farley,

Thanks a lot!

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Hello Community,

Do you know if it is possible to add a new view in a mobile application that would display a map with multiple markers (where the address would be retrieved from accounts)?
And is there a way to display a custom tooltip on the map containing some information?

Thanks!

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Hello Monika,

 

We don't have any examples available for this. The only example available with maps in the mobile app is the account addresses detail and maps on it (see this community thread).

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Hello. We wanted to send two trigger emails to our audience. See below.

 

The flow logic is that when the "Version 1 - 1st Send" email is sent, those who open it exit the campaign. The filter logic for this condition is as follows:

 

If the response is "Not Opened" then they are moved to a timer of 03/12 to recieve a second send. The logic for this process is here:


The question here is regarding the "result" section of the filtering process. 

Does this play a factor in my logic displayed above, and what's the best way to adjust this (if any)? Thanks in advance, everyone. :)
 

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Good day, Lucas,

"What is the result" section may further refine the results, but, if you are already filtering your audience using "Which conditions must the contacts meet to transition to the next step", this itself should be sufficient.

Seeing your filter presets, I would additionally advise to make sure that participants responses that are != Open are reviewed. If you leave it as is - this may include Delivered emails that have not been opened yet.

You may check out this article for additional information on delivery status and double-check the contents of "Response of participant in Bulk email" (BulkEmailResponse) to make sure you narrow down the responses according to your need.

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Hi all,

When adding an aggregated field to a filter, some of the field names are missing from the 'by column' expression.
 

Example: This should state 'File and link of invoice (by column Contact)'

I believe this started following a package being migrated to the production system. The same error was not occurring in the dev system.

 

Is there a way to set these fields manually or a way of forcing the system to regenerate them?

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I've found the reason for this. The table Data schema reference contains duplicate values, some of which don't have a value in the Column name (title) field. Deleting the duplicates fixes the issue.


 

Still not sure what the cause was.

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